Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.628 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49714.4 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43672.23 Kr¶
PnL: ---------------------------------------> -1203.35 Kr¶
DD now: ---------------------------------> -6.412 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 12:08:28.443068'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.790000 | 1526.000000 | 103.000000 | 7.240000 | 1423.000014 |
| Hennes & Mauritz B | 6 | -1.040000 | 915.480000 | 3.480000 | 0.380000 | 912.000000 |
| Profoto Holding | 7 | 0.000000 | 585.200000 | 3.200000 | 0.550000 | 581.999999 |
| Nederman Holding | 1 | -4.270000 | 202.000000 | 3.000000 | 1.510000 | 199.000000 |
| JM | 7 | 1.120000 | 950.600000 | 0.600000 | 0.060000 | 950.000002 |
| Atrium Ljungberg B | 5 | 0.500000 | 898.500000 | -5.500000 | -0.610000 | 904.000000 |
| ASSA ABLOY B | 4 | -0.160000 | 987.200000 | -5.800000 | -0.580000 | 993.000000 |
| Biotage | 1 | -1.690000 | 139.600000 | -9.400000 | -6.310000 | 149.000000 |
| INVISIO | 15 | 0.210000 | 3562.500000 | -9.500000 | -0.270000 | 3571.999995 |
| OX2 | 12 | -1.130000 | 896.400000 | -12.600000 | -1.390000 | 909.000000 |
| Eastnine | 6 | -2.190000 | 642.000000 | -15.000000 | -2.280000 | 657.000000 |
| AcadeMedia | 20 | -0.820000 | 962.000000 | -16.000000 | -1.640000 | 978.000000 |
| Gränges | 10 | 0.490000 | 1023.000000 | -16.000000 | -1.540000 | 1039.000000 |
| Vitrolife | 3 | 0.550000 | 660.600000 | -16.400000 | -2.420000 | 677.000001 |
| BioGaia B | 8 | 0.820000 | 887.200000 | -16.800000 | -1.860000 | 904.000000 |
| Latour B | 4 | -1.420000 | 836.000000 | -20.000000 | -2.340000 | 856.000000 |
| Vitec Software Group B | 2 | -1.900000 | 1084.000000 | -20.000000 | -1.810000 | 1104.000000 |
| Bufab | 3 | -0.340000 | 1056.000000 | -20.000000 | -1.860000 | 1076.000001 |
| Investor B | 3 | -0.260000 | 636.000000 | -22.000000 | -3.340000 | 657.999999 |
| SKF B | 5 | 0.870000 | 956.750000 | -23.250000 | -2.370000 | 980.000000 |
| Sandvik | 4 | 0.640000 | 823.600000 | -24.400000 | -2.880000 | 848.000000 |
| Byggmax Group | 33 | 0.280000 | 938.520000 | -28.480000 | -2.950000 | 966.999990 |
| Sagax B | 4 | -1.470000 | 855.200000 | -29.800000 | -3.370000 | 885.000000 |
| Addnode Group B | 7 | -1.420000 | 875.000000 | -30.000000 | -3.310000 | 904.999998 |
| Creaspac SPAC | 40 | -0.210000 | 3804.000000 | -30.000000 | -0.780000 | 3834.000000 |
| Sagax A | 4 | -1.830000 | 856.000000 | -30.000000 | -3.390000 | 886.000000 |
| Hoist Finance | 36 | 0.560000 | 977.400000 | -33.600000 | -3.320000 | 1010.999988 |
| Alimak Group | 12 | 0.120000 | 973.200000 | -33.800000 | -3.360000 | 1007.000004 |
| Hexatronic Group | 15 | -1.180000 | 1032.300000 | -38.700000 | -3.610000 | 1071.000000 |
| Platzer Fastigheter Holding B | 12 | -0.130000 | 907.200000 | -43.800000 | -4.610000 | 951.000000 |
| EQT | 4 | -2.450000 | 828.400000 | -44.600000 | -5.110000 | 873.000000 |
| Catena | 2 | -0.050000 | 756.000000 | -50.000000 | -6.200000 | 806.000000 |
| HEXPOL B | 8 | -4.250000 | 901.600000 | -55.400000 | -5.790000 | 957.000000 |
| Orrön Energy | 170 | -3.140000 | 1989.850000 | -56.150000 | -2.740000 | 2045.999980 |
| Hexagon B | 26 | -0.810000 | 3356.600000 | -63.400000 | -1.850000 | 3420.000012 |
| VEF | 788 | -1.130000 | 1791.910000 | -111.090000 | -5.840000 | 1903.000300 |
| Sedana Medical | 93 | 1.310000 | 2598.420000 | -385.160000 | -12.910000 | 2983.577733 |
| TOTAL | 43672.230000 | -1203.350000 | -6.41176% | 44875.578016 |
Updated:¶
'2023-06-21 12:08:44.870100'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
